Mawer Global Small Cap Fund (MAWERMONDIAL.TO)
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Mawer Global Small Cap Fund
600, 517 – 10th Avenue S.W.
Suite 830, Box 43, 333 Bay Street
888-549-6248
Management Information
Paul Moroz,Lead Manager since October 1, 2007
Paul Moroz is the Deputy Chief Investment Officer at Mawer Investment Management Ltd., which he joined in 2004. In December of 2013, Mr. Moroz won the prestigious Morningstar Foreign Equity Fund Manager of the Year award at the 19th annual Morningstar Awards. Mr. Moroz received his Bachelor of Commerce degree from the Haskayne School of Business at the University of Calgary. He is a Chartered Financial Analyst charterholder and a member of the CFA Institute and the Calgary CFA Society.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryGlobal Small/Mid Cap Equity
Fund FamilyMawer Investment Management Ltd
Net Assets1.46B
YTD Return-8.04%
Yield0.63%
Morningstar Rating★★★★★
Inception DateOct 1, 2007
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover7.44%
Average for CategoryN/A
Fees & Expenses
ExpenseMAWERMONDIAL.TOCategory Average
Annual Report Expense Ratio (net)1.74%1.83%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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